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Fund Price: $22.46 (as at June 30, 2017)  30 day chg:  -2.98%  YTD: -2.26%

Returns as at August 31, 2017

  Fund Group Avg Index*
1 Month - -0.11% 0.67%
3 Months - -1.17% -0.15%
6 Months - 1.40% 0.28%
1 Year - 5.01% 7.23%
2 Year Avg - 2.06% 7.96%
3 Year Avg - -0.52% 2.10%
4 Year Avg - 4.31% 7.85%
5 Year Avg - 4.38% 8.13%
10 Year Avg - 3.23% 4.10%
15 Year Avg - 4.93% 8.54%
20 Year Avg - 9.75% 6.74%
Since Inception - - -
 
2016 - 9.48% 21.08%
2015 - 0.49% -8.32%
2014 - 7.92% 10.55%
 
3 year risk - 16.08 7.65
3 year beta - 0.53 1.00

*S&P/TSX Total Return

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the S&P/TSX Total Return.

Risk Measures as at August 31, 2017

Best/Worst 12 months (since inception)
Best (ending ): 0 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending ): 0 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 8 High

Fund Objectives

Consistent growth, yet take low risks with capital, by investing where global growth themes overlap with shares presenting cash-flow-value;The Fund is operated as a non-leveraged, long-short portfolio;The Fund seeks superior returns with lower risk targets compared to the benchmark. Style:Long/short equity, Macro-Directional, Industry specialization; Disciplined buy/sell process;Lower volatility with equity like returns.Size: Management will cap the fund at ($150-200 million) to focus on risk adjusted returns.

Fund Facts

Fund Sponsor: BT Global Growth Inc
Managed by: BT Global Growth Inc
Fund Type: Other
Inception Date: September 2006
Asset Class: Alternative Strategies
Quartile Rank: - (3YR ending August 31, 2017)
Total Assets: N/A
Mgmt Exp. Ratio (MER): -
Management Fee: 2.00%
Load Type: No Load
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
$25,000
Subsequent:
$5,000
Min. Invest (initial RRSP):
-
Subsequent RRSP:
-
Closed:
No
Restricted:
Yes
Restriction:
(Min Initial Investment $25,000)
 
 

Asset Allocation

Equity Sector Weightings

Fund Geography

Top Holdings

Portfolio Manager(s)

Jacques Lacroix, Paul Beattie

BT Global Growth Inc

Start Date: September, 2006

Fund Return: -

View fund manager performance report